Customer record integration


Requirement	Use case	Endpoints/Models	Element type
Create customer records	As you create customer records, you must provide a function to create a corresponding customer record in ECM. Required fields: Customer code Customer name Mailing address	CreateCustomers	Required
Update a customer record	As you update customer records in your application, you must provide a method to update the corresponding customer record in ECM.	UpdateCustomer	Required
Retrieve customer exemption status	Retrieve and display exemption certificate information associated with a customer record. The displayed information must include: Exempt state Exempt reason Certificate expiration date For existing AvaTax integrations, optionally identify an exempt reason on a customer record. For nonexisting AvaTax integrations, you must identify the exempt reason on the customer record.	GetCustomer	Required
View exemption certificate	Your integration must provide a way to view an exemption certificate associated with a customer record.	DownloadCertificateImage	Required
Print or save a certificate	Your integration must allow for certificates to be printed or saved on the local system.	GetCertificate	Required
Request a new certificate	As exemption certificates expire, your integration must provide a function to send the customer a request for a new exemption certificate.	CreateCertExpressInvitation	Required
Revoke a certificate	Your integration should provide a method to revoke/unlink a certificate from a customer record.	UnlinkCertificatesFromCustomer, UnlinkCustomersFromCertificate	Suggested